In this post, we will explore the historical context, discuss the associated risks, and offer guidance on navigating the ...
Oracle Corporation's raised capex sparks valuation, ROI, and AI funding concerns. Click for what this means for ORCL margins, ...
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AI mania to swell datacenter capex to $1.6T by 2030 – if the bubble doesn't pop first
Analysts say demand keeps rising despite constraints, shaky returns, and mounting investor nerves Datacenter capital ...
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'The odd decouple': JPMorgan says the tech capex surge is masking a troubling slowdown in job growth
JPMorgan sees capex and hiring decoupling. The bank said that while the outlook is stable, the US economy is getting warning ...
Tech giants are engaged in a massive global AI infrastructure capex spree, set to cross $400 billion in 2025, driven by the ...
Moderating state capex growth can mean that industrial players' earnings can soften as order inflows slow, project execution ...
Australian business investment posted its biggest increase since early 2021, driven by major outlays on data centers and aircraft — a welcome boost for an economy that has been struggling to generate ...
ICICI Securities said the current trajectory resembled the 2001–2004 phase, which preceded an exponential growth period. It ...
The fifth edition of the Land-based Aquaculture Report, published by Spheric Research and marketed by Undercurrent News, ...
One important reason for surge in capex during April-November period was very high spending by power sector companies ...
In FY25, state-run entities had invested Rs 8.1 lakh crore, exceeding the target by 3%. Given the progress so far, they are ...
Japanese corporate spending on factories and equipment rose 2.9% in July-September against the same period the year before, ...
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